+824.0%
ALNY vs VCIT
+97.4%
+726.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | -0.9% | +0.7% | -1.6% | -1.3% |
| 30D | -32.7% | +1.8% | -34.5% | -33.3% |
| 3M | -28.6% | -1.1% | -27.4% | -28.1% |
| 6M | -46.9% | -1.7% | -45.3% | -46.5% |
| YTD | -60.6% | -1.1% | -59.5% | -60.4% |
| 1Y | -64.6% | -0.4% | -64.3% | -64.5% |
| 3Y | -4.8% | +20.5% | -25.3% | -11.8% |
| 5Y | -14.8% | +3.8% | -18.6% | -21.7% |
| 10Y | +260.3% | +31.2% | +229.1% | +274.4% |
| All | +824.0% | +97.4% | +726.6% | +1,209.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VCIT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling